|
2201
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$275K
|
–
|
–
|
–
|
|
|
2202
|
Royal Fund Management
Lady Lake,
Florida
|
$275K
|
-$39.6K
|
-200
|
-13%
|
|
|
2203
|
Howard Capital Management Group
Los Angeles,
California
|
$275K
|
–
|
–
|
–
|
|
|
2204
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$275K
|
+$261K
|
+1,316
|
New
|
|
|
2205
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$275K
|
+$6.34K
|
+32
|
+2%
|
|
|
2206
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$274K
|
-$54.3K
|
-274
|
-19%
|
|
|
2207
|
Cordoba Advisory Partners
New York
|
$274K
|
+$260K
|
+1,311
|
New
|
|
|
2208
|
Planned Solutions
Folsom,
California
|
$274K
|
+$10.5K
|
+53
|
+4%
|
|
|
2209
|
Aviso Wealth Management
Bellevue,
Washington
|
$273K
|
+$259K
|
+1,306
|
New
|
|
|
2210
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$273K
|
+$17.4K
|
+88
|
+7%
|
|
|
2211
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$273K
|
-$7.92K
|
-40
|
-3%
|
|
|
2212
|
Bruce G. Allen Investments
Denver,
Colorado
|
$272K
|
-$37.2K
|
-188
|
-13%
|
|
|
2213
|
Genesis Private Wealth
Ashburn,
Virginia
|
$272K
|
+$14.7K
|
+74
|
+6%
|
|
|
2214
|
Cahill Financial Advisors
Edina,
Minnesota
|
$272K
|
+$257K
|
+1,300
|
New
|
|
|
2215
|
CFO4Life Group
Coppell,
Texas
|
$272K
|
+$12.3K
|
+62
|
+5%
|
|
|
2216
|
Eagle Wealth Advisors
Westport,
Connecticut
|
$272K
|
+$13.7K
|
+69
|
+6%
|
|
|
2217
|
Lafayette Investments
Ashton,
Maryland
|
$271K
|
-$109K
|
-550
|
-30%
|
|
|
2218
|
Raleigh Capital Management
Cary,
North Carolina
|
$270K
|
-$990
|
-5
|
-0.4%
|
|
|
2219
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$270K
|
+$255K
|
+1,289
|
New
|
|
|
2220
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$269K
|
–
|
–
|
–
|
|
|
2221
|
Leeward Financial Partners
Bellevue,
Washington
|
$268K
|
-$81.8K
|
-413
|
-24%
|
|
|
2222
|
Cedarwood Wealth
Highlands Ranch,
Colorado
|
$267K
|
+$253K
|
+1,276
|
New
|
|
|
2223
|
Fire Capital Management
San Francisco,
California
|
$266K
|
-$19.8K
|
-100
|
-7%
|
|
|
2224
|
PUREfi Wealth
Boston,
Massachusetts
|
$266K
|
+$252K
|
+1,271
|
New
|
|
|
2225
|
Regatta Capital Group
El Segundo,
California
|
$266K
|
–
|
–
|
–
|
|
